J

Joel Gourdin's
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Current Position:

Chief Investment Officer at Transformational Advisory Group

Experience:

18 years

Location:

Folsom, California, United States

How to contact Joel Gourdin

Last updated:2025-03-15
emailj*******n@tagforsuccess.com
phone+1-870-***-**46
LinkedIn
YouTube

Analytics

According to LinkedIn Joel Gourdin started working on 2007, then the employee has changed 4 companies and 6 jobs. On average, Joel Gourdin works for one company for 2 years 8 months. Joel Gourdin has been working as a Chief Investment Officer for Transformational Advisory Group for 365 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Chief Investment Officer at Transformational Advisory Group

Oct 2024 - Current

Vice President, Portfolio Consulting and Analytics at Mariner Advisor Network

Dec 2021 - Oct 2024

Director of Portfolio Analytics at Principal Asset Management

Mar 2018 - Jan 2022

Investment Specialist at Principal Asset Management

Feb 2018 - Mar 2018

Regional Consultant at Principal Asset Management

Feb 2015 - Feb 2018

Financial Advisor, Wealth Management at Morgan Stanley

May 2012 - Feb 2015

Owner at Wise Wolf Inc.

Jun 2007 - May 2012

Education

B.S. at Northwestern University

Executive MBA at Sacramento State College of Business Administration

Frequently Asked Questions

How long has Joel Gourdin been working as a Chief Investment Officer?

Joel Gourdin's total experience in various companies as a Chief Investment Officer 1 year.

What is Joel Gourdin's minimum period of employment in the companies?

Joel Gourdin's minimum period of employment in various companies is 1 month.

What is Joel Gourdin's average duration of employment for different companies?

On average, Joel Gourdin works for one company for 2 years 11 months

What industries has Joel Gourdin worked in?

Joel Gourdin works in the Management Consulting. Previously, Joel Gourdin worked in the Financial Services.

What positions has Joel Gourdin held before?

Previously, Joel Gourdin worked as a Vice President, Portfolio Consulting and Analytics, and Director of Portfolio Analytics, and Investment Specialist, and Regional Consultant, and Financial Advisor, Wealth Management.

How do I contact Joel Gourdin?

Joel Gourdin's email address is j*******n@tagforsuccess.com, phone number is +1-870-***-**46. Sign up to get contact details.

Who is the President/CEO/Director of the Transformational Advisory Group?

The President/CEO/Director of the Transformational Advisory Group is Wes Burns CFP®

Who are Joel Gourdin's peers at other companies?

Joel Gourdin's peers at other companies are Jordan Berstein and Andrew and Adam Lee
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